Joyce Li

•Perform financial management duties including generating financial data, compiling and submitting reports, analyzing industry trends, and assessing the financial health of the company. •Oversee the operations and development of the company’s finance departments including creating and reviewing policies, budgeting, recruiting, training, and conducting regular assessments of financial procedures. •Supervise the preparation of quarterly and annual account reconciliations, monitor and enforce compliance with tax and financial reporting standards, and assist with cash flow forecasting. •Advise colleagues and executive management on decisions related to the company’s finances. •Supervise the documentation of the company’s financial status and forecasts. •Create strategic business plans based on the analysis of the company’s status and financial forecasts.

• Research alternative funding sources; prepare and submit current grant renewal proposals or new grant applications to Committee and Board for approval • Ensure that the Center’s operation is in compliance with the requirements of funding agencies and a copy of all paperwork is filed with the Secretary • Ensure the fiscal soundness of the Centers’, including overseeing the following activities:  preparation of the annual Budget and Schedule of Expense for review and approval by the Committee and Board  revise the Budget and Schedule of Expense should major adjustments be required  compile monthly reporting of actual expenses to the Committee  approve the filing of expenses and payments for the Treasurer to issue payment  generate reporting as required by the grant/funding agencies  oversee the timely preparation and reporting of taxes  direct the appropriate handling of funds, e.g. cash fund  ensure compliance with audit requirements including the keeping of proper records • Draw on the ACA organization and the Committee for resources to assist in running the Centers • With advice, assistance, and approval from the Committee select, hire and when necessary, terminate staff members • Identify new personnel needs and make recommendations on the position, job description, pay scale and potentially, salary increases • Schedule and balance the staff workload and work hours to meet the Center’s objectives, the needs of clients, and within budget considerations • Establish operating procedures for the Centers and review with the Committee • Oversee the design and development of the Centers’ service programs • Perform other duties, including public speaking, conference attendance, etc., in keeping with the role of directors of comparable organizations • Identify unresolved issues, conflicts, and problems for the Committee and the Board to address

• Responsible for period end closing and general ledger accounting to ensure GAAP compliance • Supervised and mentored accounting assistants and interns • Managed accounts payable, accounts receivable and bank reconciliations • Prepared financial statements and reports to various fiscal agencies • Responsible for payroll process, tax filing, accounts reconciliations • Coordinated external audits and financial assessments from funding agencies • Assisted in finance planning including budget development, funding proposal preparation and cash flow forecast • Improved and documented accounting processes and procedures for better performance • Maintain major equipment inventory and depreciation schedules